# Rodan Insights Framework Seven stages from question audit to decision playback. Rodan's proprietary methodology for turning raw business data into commercial decisions. Rodan Data Stack · Field guide # The Rodan Insights Framework ™ We give you your data, cut it back and play it back in ways you've never seen before. A proprietary methodology for turning raw business data into commercial decisions. Seven stages, three lenses, one outcome: get to the root of the business problem fast, connect the dots across sources, and land on costed action. 1 + 1 = 3. [Scope your engagement](/frameworks/insights/scope) [Read the framework](#stages) The filter ## Three maximisation lenses. Every analysis runs through all three. Every finding must move at least one. Findings that don't move a lens are noise. They're cut. ** ### Customers Are we looking after the people who pay us? Retention, acquisition, spend, frequency, recency, NPS, reviews, lifetime value. ** ### Profit Is the money real, and where does it pool? Revenue vs volume vs profit, margin by segment, outlet and product, cost-to-serve. ** ### Shareholders Does this compound value for the owners? Share trajectory, profit pools, 5-year CAGR vs 1-year, strategic KPI alignment. **The cut rule.** If a chart, segment or correlation does not shift Customers, Profit or Shareholders, it does not make the playback. That discipline is what keeps the framework fast. The model ## Seven stages. One pipeline. From question audit to decision playback. Each stage has a defined output. You cannot skip FRAME and SOURCE and expect PLAY BACK to land. FRAME → SOURCE → LINK → CUT → SHIFT → POOL → PLAY BACK ** FRAME The Question Audit 01 ** SOURCE The Data Audit 02 ** LINK Correlation vs throughput 03 ** CUT Segmentation 04 ** SHIFT The Delta 05 ** POOL Market position 06 ** PLAY BACK Decision rules 07 Stage 01 ### FRAME · The Question Audit Before touching data, establish what the business believes and what it is tasked to deliver. Ten domains, each with a killer question. In practice we deploy the 15–20 highest-impact questions surfaced in structured interviews. **Output:** a prioritised problem map, the 2–3 areas with disproportionate commercial impact. 60–90 min interviews · board pack review Stage 02 ### SOURCE · The Data Audit Inventory every data asset, used or not. Grade coverage, granularity, history, trust and gaps against the problem map. Gap-filling is scoped here, not discovered mid-analysis. **Output:** a data map with gaps costed. The client sees what they hold, what it is worth and what filling the gaps costs. Coverage · granularity · trust · gaps Stage 03 ### LINK · Correlation Against Throughput Run every available measure against the throughput numbers that matter: outlet performance, sales, volume, traffic. Reviews and social signals are linked to performance, not treated as a separate workstream. **Output:** a ranked map of what actually drives the numbers vs what the business thinks drives them. Correlation is a lead, not a verdict Stage 04 ### CUT · Segmentation The same correlations, cut back: regional, demographic, outlet, time, customer value tier. Three sharp cuts beat ten shallow ones. Segments too small to act on are merged upward. **Output:** unit economics truth masked by national averages, and the overlooked middle that often holds the growth. Chosen by the problem map Stage 05 ### SHIFT · The Delta Static snapshots lie. Everything from LINK and CUT is measured over time: what changed? Read at two speeds: the 12-month move management feels, and the 3–5 year structural move. **Output:** where money has moved between segments, channels or dayparts. Where the two speeds disagree, that disagreement is the finding. 12-month vs 3–5 year Stage 06 ### POOL · Market Position Place the client in the market's money: volume, value and profit pools, bubble analysis across share × profitability × sales, RSP benchmarks where direct data does not exist. **Output:** where the category's money actually sits, often not where the volume sits. VOX · market data · reviews Stage 07 ### PLAY BACK · Decision Rules A working session, not a chart deck: this customer, in these outlets, at this time of day, and here is what it is worth. Every playback ends with costed options, never observations without a price tag on action. **Rules:** underperforming segments chase profit, not market. Growing segments trade up, not discount. One page per priority problem Signature move ### Entrenched Beliefs Every business runs on inherited truths. Most were true once. In FRAME we test gospel facts against hard data and tell the client which beliefs are helping and which are quietly costing them money. That is the move clients remember. How it deploys ## Four ways in. One methodology. Every full run ends with the Embedded conversation built into the SOW. The retainer pathway is part of the engagement from day one, not an upsell at handover. ** 01 #### Insights Diagnostic £1,500–3,000 2 weeks Stages 1–3 on existing data. Prioritised problem map, data audit and costed proposal for the full run. Frame Source Link Gateway ** 02 #### Full Framework Run £10,000 4–6 weeks · 10 days All seven stages on the client's own data. Working-session playback with costed actions per priority problem. All 7 ** 03 #### Framework + Research £10k + fieldwork 6–8 weeks Full run plus bespoke survey fieldwork where SOURCE finds gaps that existing data cannot close. All 7 VOX ** 04 #### Embedded £2–3k/month Rolling retainer Framework encoded in Quantsole. Correlations, cuts and deltas refreshed automatically. Analyst playback monthly. Quantsole Live FY27 stack ## Where it lands. The Framework is the methodology layer. Quantsole is where it lives after the first run. VOX supplies external data at SOURCE and POOL. #### Private equity Operational intelligence post-DD. One framework run per portco. Embedded via Quantsole as the portfolio tracking layer. #### Ecommerce / DTC FRAME problem map plus margin-focused LINK/CUT on Shopify and channel data. Pairs with the margin diagnostic gateway. #### Construction / FM CUT and SHIFT on ops and compliance data alongside CCC AM rollouts. #### Enterprise The data maturity diagnostic's big sibling. Diagnostic scores readiness. Framework run delivers the answers. The short version Frame the right question. Cut your data back. Play it back with a price on action. Most businesses have the data. They lack the method to connect it to commercial decisions. The framework is that method, built for organisations that need rigour without enterprise bureaucracy. Entry point ## Not sure where to start? Six questions on your data, your gaps and your timeline. A recommended engagement tier in under two minutes. Runs entirely in your browser. Most clients enter through the Insights Diagnostic: FRAME, SOURCE and LINK on existing data, a problem map and a costed proposal for the full run. The scoping tool tells you if that is the right door, or if you are ready to skip straight to a full run, need primary research, or should plan for Embedded from day one. [Scope your engagement](/frameworks/insights/scope) [Book the diagnostic](https://calendar.app.google/LEcYX7k1Jxe7kvJK6?utm_source=guides&utm_medium=referral&utm_campaign=book_diagnostic&utm_content=insights_page) - ** **Gateway first.** Diagnostic de-risks the full run and scopes gap-filling before you commit. - ** **Data-led.** Works on what you already hold. Research only where SOURCE finds a gap. - ** **Costed playback.** Every finding lands with a price on action, not a slide of observations. - ** **Stays live.** Embedded encodes the framework in Quantsole after the first run. Rodan Data Stack ## Plumbing before playback. The Insights Framework assumes you can reach your data. The Data Maturity Pyramid scores whether you can. The Governance Toolkit scores whether you can trust it. [Layer 2 · Plumbing Data Maturity Pyramid™ Five levels from locked-away data to a system you can ask questions of. Score yourself with the AI Readiness Scorecard. Take the assessment](/maturity) [Layer 1 · Trust Data Governance Toolkit Six domains, sector overlays and templates. Score your governance maturity in about thirty minutes. Take the self-check](/governance) ## Get to the root of the problem. Two minutes to a scoped entry point. Or book the Insights Diagnostic and we run FRAME, SOURCE and LINK on your data in two weeks. [Scope your engagement](/frameworks/insights/scope) [Get in touch](https://rodan.io?utm_source=guides&utm_medium=referral&utm_campaign=get_in_touch&utm_content=insights_close) HTML: https://rodan.io/frameworks/insights